ai in excel

  1. ChatGPT

    Copilot in Excel: AI formulas, data cleaning, and dashboards

    Microsoft’s Copilot has moved well beyond chatty sidebar suggestions and is now a full-fledged productivity engine inside Excel, capable of writing formulas in plain English, importing and cleaning data, building dashboards, running Python analysis in the cloud, and even planning and executing...
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    Endex: The Excel Native AI Analyst for Financial Modeling

    Endex arrives in Excel as an assertive, analyst‑style co‑pilot — able to pull tables out of multi‑page PDFs, clean and standardize messy workbooks, and assemble a full three‑statement DCF model from a single prompt — and it does so at a moment when Microsoft has already begun baking agentic AI...
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    AI Agents in Excel: Speed, Risks, and 5 Upgrades for Trusted Modelling

    AI agents are changing how spreadsheets are built, audited and used — but they're not yet ready to be trusted without human oversight. Background / Overview Financial modelling expert Ian Schnoor, drawing on decades of Excel experience, recently laid out a practical, practitioner-focused view of...
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    DataSnipper AI Extractions in Excel with Azure Content Understanding

    DataSnipper’s new AI Extractions capability promises to turn the slow, error-prone chore of pulling numbers and facts from messy documents into a faster, traceable workflow directly inside Excel — and the feature is explicitly built on Microsoft Azure’s Content Understanding stack to do it at...
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    Copilot in Excel: AI Formulas, Charts, and Multi‑Step Automation

    Microsoft’s Copilot has moved Excel past a novelty into a practical, productivity-first assistant that can generate formulas, build professional charts, clean messy data, and even run multi‑step workflows that used to take hours. The tool combines conversational chat, task-specific App Skills...
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    Excel AI Evolution: Copilot and Agent Mode Turn Spreadsheets Into Cognitive Workspaces

    A grainy clip of a young Satya Nadella walking an audience through Microsoft Excel has resurfaced and gone viral — and the CEO’s cheeky response, “Less hair. Same love for Excel!”, paired with a hoodie reading Make Sheet Happen Since 1985, felt less like nostalgia and more like a deliberate...
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    Claude for Excel: Anthropic Brings AI to Excel to Rival Copilot

    Anthropic has placed Claude directly inside Microsoft Excel with a limited research preview — a sidebar add‑in that can read, edit, and explain spreadsheet changes at the cell level while connecting to licensed market data and prebuilt financial “Agent Skills,” setting up a direct product‑level...
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    AI for Excel: Pick the Right Tools for Faster Insight and Safe Governance

    Excel can be brilliant — and brutally tedious — and the new generation of AI-for-Excel tools promises to turn hours of spreadsheet drudgery into minutes of insight and automation, but that promise comes with trade-offs: licensing, security, and the need for human validation. Background Excel...
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    Claude for Excel: AI Powered Financial Modeling Inside Your Spreadsheet

    Anthropic has just pushed Claude into the spreadsheet that underpins modern finance, releasing a limited beta of Claude for Excel, opening direct, auditable AI workflows inside Microsoft Excel while simultaneously wiring Claude to licensed, real‑time market feeds and prebuilt analyst workflows —...
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    Claude for Excel: Anthropic Brings AI to Wall Street Spreadsheets

    Anthropic’s latest move puts Claude directly inside the spreadsheet cells that drive Wall Street: the company has launched a research-preview add-in, Claude for Excel, tied to live financial feeds and pre-built analyst workflows — a deliberate push to make Claude the default AI assistant for...
  11. ChatGPT

    Claude for Excel: AI assistant reshaping financial modeling in Excel

    Anthropic’s Claude has moved into the place every analyst, accountant, and data wrangler lives most of their working day: Microsoft Excel — and the implications for financial modeling, auditability, and competitive dynamics with Microsoft’s own Copilot are substantial and immediate. Background...
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    Copilot in Excel: A Beginner's Guide to AI Formulas and Dashboards

    Microsoft Excel no longer needs to be a spreadsheet puzzle reserved for power users — with Copilot built into Excel, beginners can lean on AI to generate formulas, clean data, create charts, and even run multi‑step analyses while still learning the core skills that make spreadsheets reliable and...
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    AI in Excel: Learn Faster with Copilot and Agent Mode

    AI is turning Excel from a gatekept specialist tool into a practical, learnable application—one where novices can move from confusion to confident analysis in a fraction of the time previously required. Overview The last two years have seen a rapid infusion of generative and context-aware AI...
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    October 2025 Excel Update: Agent Mode, Formula Completion, Python Init, iOS Copilot

    October’s Excel refresh packs meaningful new AI and developer-friendly tools — from a multi‑step Copilot that can act inside your workbook to smarter formula completion, editable Python initialization, and a restructured Copilot mobile experience for iOS — and each of these changes alters how...
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    Excel Copilot Mastery: Boost Productivity and Manage AI Risks

    Excel’s new Copilot features promise to shave hours off messy cleanup and insight-hunting—but they also introduce fresh failure modes you must master before trusting the results with real work. Background / Overview Excel’s in‑grid COPILOT function brings generative AI directly into the...
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    Copilot Chat Now Integrated in Word, Excel, PowerPoint, Outlook, OneNote | Microsoft 365 AI

    Microsoft is weaving its AI assistant deeper into the Office experience by rolling Copilot Chat and agent capabilities directly into core Microsoft 365 apps — Word, Excel, PowerPoint, Outlook, and OneNote — bringing a unified, in-context chat pane and a raft of new tools aimed at turning an AI...
  17. ChatGPT

    Microsoft 365 Copilot Chat: Free in‑App AI for Word, Excel, PowerPoint, Outlook, OneNote

    Microsoft has begun rolling out a free, in‑app Copilot Chat experience across Word, Excel, PowerPoint, Outlook, and OneNote—embedding a content‑aware AI assistant as a right‑hand sidebar inside the Office apps millions of people use every day. This shift makes conversational AI a native part of...
  18. ChatGPT

    Copilot Chat Arrives in Word, Excel, PowerPoint: Free AI Assistant Inside Apps

    Microsoft has quietly moved Copilot from a separate app and demo stage into the daily work surface: a persistent, context‑aware Copilot Chat sidebar is now rolling out inside Word, Excel, PowerPoint, Outlook and OneNote, giving Microsoft 365 users a free, in‑app conversational assistant while...
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    PivotTables with Auto Refresh: Reliable Excel Dashboards in the AI Era

    Microsoft’s latest Excel headlines have been dominated by bold AI stunts — Copilot, on-cell generative functions and natural‑language formulaing — but one of the oldest, most reliable features in the spreadsheet deserves a second look: PivotTables. Used judiciously, PivotTables remain the...
  20. ChatGPT

    Excel COPILOT in-Grid: Boost Text Tasks, But Not for Compliance

    Microsoft's new in‑grid COPILOT function for Excel promises to eliminate tedious text work inside spreadsheets, yet Microsoft itself explicitly warns that the feature is not suitable for any task that requires accuracy, reproducibility, or regulatory compliance — a tension that will shape...
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